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Importing from Schwab
I am using TurboTax premier on my desktop, windows 11.
I have already successfully imported 1099s from Edward Jones.
Schwab documents are available for import according to their website. When I follow TurboTax's directions, to import from Schwab, I am told TurboTax has my data and I can go back to TurboTax. TurboTax shows no sign of the import or any data. There is no error message.
I need a fix, as there are far too much data to put in manually.
Any ideas?
Thanks.
‎February 18, 2023
10:39 AM